Session 1
鈥� Obstacles to a successful retirement
鈥� What does your retirement mean to you?
鈥� How much will retirement cost
鈥� Considering your sources of income
鈥� Basic Social Security information, including taxation
Session 2
鈥� Distributions from your investment/ retirement accounts
鈥� Required minimum distributions
鈥� Education regarding investments (stocks, bonds, annuities, mutual funds)
鈥� Education regarding types of accounts (IRAs, employer plans, 529s, UTMAs, etc.)
鈥� How will your retirement income be taxed?
Session 3
鈥� Managing your estate (assets, beneficiaries, trusts, taxes, probate, wills, intestacy)
鈥� How to protect your wealth and health
鈥� Education regarding insurance (life, health, long-term care, disability, liability, etc.)
鈥� Planning for incapacity
鈥� How the SECURE Act 2.0 affects retirement plans
鈥� Qualified charitable distributions
Preparing for retirement is one of the most important concerns we have today. Retirement costs are rising, the future of Social Security is uncertain, and many people have not accumulated the savings they will need to enjoy the retirement lifestyle they deserve. Join us for this introduction to the concepts and practices that will help make retirement possible and comfortable.
You'll learn how to get the most from guaranteed investments, tax-free income, and estate planning. For those already retired or planning to retire in the next 10 years, the seminar takes a conservative approach to wise money management in addition to identifying lifestyle issues facing mature Americans. The registration fee includes an in-depth workbook with valuable exercises and worksheets.聽聽
Your enrollment fee entitles you to:
鈥� Over eight class hours (three sessions) with a licensed financial services professional
鈥� A 120-page workbook to assist you with concepts and to use as a reference tool
鈥� A private, confidential consultation with the instructor to review your goals, analyze
your investments and answer your questions regarding one of the most important
planning stages in your life.